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03-25-2017 09:15 PM
Just curious how many of you do. Hubby and I are going to talk to one next week about retirement plans and the best path to take.
03-25-2017 09:19 PM
Yes. We've had a couple in earlier stages in our life. We need to meet with one to set up a trust for our teen son in case we "kick it" before he is mature enough to handle the dough. It is really a good idea and a reality check on one's own finances.....and very comforting too....
03-25-2017 09:20 PM
Yes! He has to OK everything with me but he and my daughter work together. He works for a huge investment company. He puts money in my account (agreed amount) every month. I don't spend the principal only the the interest.
If I need extra money I call and someone puts it in my checking account. It's simple.
03-25-2017 09:23 PM
I do. It's my husband. That's literally his job!
03-25-2017 09:32 PM
yes, we have a financial advisor, a family lawyer, and a cpa.
03-25-2017 10:05 PM
We divorced our financial advisor and now use Schwab. We've been very pleased with their services.
A reminder when looking for a financial advisor: Fee-only.
03-25-2017 10:27 PM
An estate lawyer and a guy at UBS. My son for a back up.
03-25-2017 10:41 PM
No we didn't need one. Yes we did. My son is a financial advisor.
03-25-2017 10:42 PM
No.
While I have investment accounts, they aren't that complicated. Besides, you should never invest in something you don't understand.
My lawyer is also a great ear to bend when needed. A savvy guy who has great insight into finance as well as where I stand on risk tolerance, etc.
03-25-2017 10:52 PM
@Annabellethecat66 wrote:Yes! He has to OK everything with me but he and my daughter work together. He works for a huge investment company. He puts money in my account (agreed amount) every month. I don't spend the principal only the the interest.
If I need extra money I call and someone puts it in my checking account. It's simple.
If I need extra money would he some in my checking account?
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